Coastal Financial Corp
CCB- Exchange
- Nasdaq
- Industry
- State Commercial Banks
- SEC CIK
- 0001437958
In the last 90 days, Coastal Financial Corp insiders filed 3 open-market purchases and 0 sales; 194 institutions reported holding it in 13F filings for Q2 2026, worth $992.7M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Coastal Financial Corp as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 194
- +13 vs. Q1 2026
- Shares held
- 12.8M
- −146.7K (−1.1%) vs. Q1 2026
- Total value
- $992.7M
- +$2.21M (+0.2%) vs. Q1 2026
- New holders
- 30
- 71 more added
- Sold out
- 17
- 64 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CCB on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 194 | $992.7M |
| Q1 2026 | 183 | $990.9M |
| Q4 2025 | 208 | $1.46B |
| Q3 2025 | 186 | $1.31B |
| Q2 2025 | 177 | $1.08B |
| Q1 2025 | 177 | $987.8M |
| Q4 2024 | 170 | $864.8M |
| Q3 2024 | 146 | $455.1M |
| Q2 2024 | 125 | $373.1M |
| Q1 2024 | 119 | $307.9M |
| Q4 2023 | 116 | $356.6M |
| Q3 2023 | 117 | $333.5M |
| Q2 2023 | 109 | $290.4M |
| Q1 2023 | 124 | $277.7M |
| Q4 2022 | 129 | $364.4M |
| Q3 2022 | 114 | $294.0M |
| Q2 2022 | 104 | $302.4M |
| Q1 2022 | 111 | $335.6M |
| Q4 2021 | 99 | $378.5M |
| Q3 2021 | 79 | $205.9M |
| Q2 2021 | 69 | $184.3M |
| Q1 2021 | 71 | $162.0M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Coastal Financial Corp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ameriprise Financial Inc | 10,696 | $829.0K | 0.00% | −1,052−9.0% | Reduced |
| Intrust Bank NA | 9,692 | $751.2K | 0.06% | −950−8.9% | Reduced |
| Entropy Technologies, LP | 9,181 | $711.6K | 0.03% | +6,535+247.0% | Added |
| Vanguard Asset Management, Ltd | 8,984 | $696.4K | 0.00% | 00.0% | Unchanged |
| Diversify Wealth Management, LLC | 9,323 | $674.7K | 0.01% | +91+1.0% | Added |
| Diversify Advisory Services, LLC | 9,323 | $674.7K | 0.01% | +9,323 | New |
| Creative Planning | 7,923 | $614.1K | 0.00% | +647+8.9% | Added |
| MetLife Investment Management | 7,639 | $592.1K | 0.00% | +398+5.5% | Added |
| First Trust Advisors LP | 7,131 | $552.7K | 0.00% | −41,582−85.4% | Reduced |
| SummerHaven Investment Management, LLC | 6,916 | $536.1K | 0.29% | 00.0% | Unchanged |
| OP Asset Management Ltd | 6,421 | $497.7K | 0.01% | +6,421 | New |
| Jupiter Topco LLC | 6,160 | $477.8K | 0.00% | +6,160 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 6,099 | $472.7K | 0.00% | +59+1.0% | Added |
| JPMorgan Chase & Co | 6,081 | $467.9K | 0.00% | +238+4.1% | Added |
| CI Private Wealth, LLC | 5,968 | $462.6K | 0.00% | −9,662−61.8% | Reduced |
| Raymond James Financial Inc | 5,831 | $452.0K | 0.00% | +361+6.6% | Added |
| Marshall Wace, LLP | 5,724 | $443.7K | 0.00% | +5,724 | New |
| New York State Common Retirement Fund | 5,670 | $439.5K | 0.00% | +1,400+32.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,596 | $433.7K | 0.00% | +3,829+216.7% | Added |
| LPL Financial LLC | 5,444 | $422.0K | 0.00% | +304+5.9% | Added |
| Vanguard Global Advisers, LLC | 5,225 | $405.0K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 4,822 | $378.4K | 0.00% | +140+3.0% | Added |
| Madrona Financial Services, LLC | 4,865 | $377.1K | 0.07% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 4,543 | $352.1K | 0.00% | +4,543 | New |
| Capital Advisors Wealth Management, LLC | 4,514 | $349.9K | 0.04% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 4,382 | $339.6K | 0.00% | +4,382 | New |
| Aquatic Capital Management LLC | 4,311 | $334.1K | 0.01% | +4,311 | New |
| DRW Securities, LLC | 4,251 | $329.5K | 0.02% | +4,251 | New |
| Pathstone Holdings, LLC | 4,004 | $310.3K | 0.00% | −3,503−46.7% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 3,970 | $307.7K | 0.00% | +599+17.8% | Added |
| SG Americas Securities, LLC | 3,838 | $297.0K | 0.00% | −9,881−72.0% | Reduced |
| Arizona State Retirement System | 3,573 | $276.9K | 0.00% | −162−4.3% | Reduced |
| Coldstream Capital Management Inc | 3,259 | $252.6K | 0.00% | +3,259 | New |
| Two Sigma Investments, LP | 3,213 | $249.0K | 0.00% | −587−15.4% | Reduced |
| Magnus Financial Group LLC | 3,152 | $244.3K | 0.02% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 3,100 | $240.3K | 0.04% | 00.0% | Unchanged |
| Winton Group Ltd | 3,100 | $240.3K | 0.01% | +3,100 | New |
| Aigen Investment Management, LP | 3,078 | $238.6K | 0.07% | +3,078 | New |
| State Board of Administration of Florida Retirement System | 3,071 | $238.0K | 0.00% | 00.0% | Unchanged |
| Vanguard Investments Australia, Ltd. | 3,046 | $236.1K | 0.00% | 00.0% | Unchanged |
| Kings Path Partners LLC | 3,025 | $234.5K | 0.06% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 2,960 | $229.4K | 0.00% | −96−3.1% | Reduced |
| KLP Kapitalforvaltning AS | 2,900 | $224.8K | 0.00% | 00.0% | Unchanged |
| SummitTX Capital, L.P. | 2,883 | $223.5K | 0.01% | +2,883 | New |
| State of Alaska, Department of Revenue | 2,868 | $221.0K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 2,800 | $217.0K | 0.05% | −3,760−57.3% | Reduced |
| Voya Investment Management LLC | 2,717 | $210.6K | 0.00% | +2,717 | New |
| Susquehanna International Group, LLP | 2,670 | $207.0K | 0.00% | −15,972−85.7% | Reduced |
| VARCOV Co. | 2,667 | $206.7K | 0.08% | +2,667 | New |
| Hamilton Capital Partners Inc. | 2,571 | $199.3K | 0.01% | +121+4.9% | Added |
| Parallel Advisors, LLC | 2,413 | $187.0K | 0.00% | −223−8.5% | Reduced |
| Farther Finance Advisors, LLC | 2,168 | $168.0K | 0.00% | −50−2.3% | Reduced |
| Ameriflex Group, Inc. | 1,929 | $149.5K | 0.06% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,407 | $109.1K | 0.00% | +944+203.9% | Added |
| Ameritas Investment Partners, Inc. | 1,202 | $93.2K | 0.00% | +124+11.5% | Added |
| First Pacific Financial | 1,130 | $87.6K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 917 | $71.1K | 0.00% | −658−41.8% | Reduced |
| First Horizon Corp | 644 | $49.9K | 0.00% | −195−23.2% | Reduced |
| Smartleaf Asset Management LLC | 624 | $48.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 604 | $46.8K | 0.00% | +604 | New |
| Royal Bank of Canada | 438 | $34.0K | 0.00% | −3,856−89.8% | Reduced |
| Nykredit A/S | 227 | $17.6K | 0.00% | +227 | New |
| IMA Wealth, Inc. | 207 | $16.0K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 205 | $15.9K | 0.00% | −4−1.9% | Reduced |
| GWM Advisors LLC | 202 | $15.7K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 201 | $15.6K | 0.01% | +201 | New |
| Jones Financial Companies LLLP | 195 | $15.1K | 0.00% | +195 | New |
| Versant Capital Management, Inc | 167 | $12.9K | 0.00% | −102−37.9% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 141 | $10.9K | 0.00% | −77−35.3% | Reduced |
| Allworth Financial LP | 130 | $10.1K | 0.00% | −44−25.3% | Reduced |
| Massmutual Trust Co FSB | 126 | $9.77K | 0.00% | −114−47.5% | Reduced |
| Umb Bank N A | 123 | $9.53K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 102 | $7.91K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 82 | $6.36K | 0.00% | +56+215.4% | Added |
| EverSource Wealth Advisors, LLC | 82 | $6.36K | 0.00% | +62+310.0% | Added |
| Los Angeles Capital Management LLC | 80 | $6.20K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 79 | $6.12K | 0.00% | −32,122−99.8% | Reduced |
| Harbor Capital Advisors, Inc. | 70 | $5.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 58 | $4.50K | 0.00% | +58 | New |
| Quarry LP | 50 | $3.88K | 0.00% | +33+194.1% | Added |
| Rothschild Investment LLC | 48 | $3.72K | 0.00% | +23+92.0% | Added |
| Sterling Capital Management LLC | 47 | $3.64K | 0.00% | −37−44.0% | Reduced |
| Assetmark, Inc | 47 | $3.64K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 33 | $2.56K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 27 | $2.09K | 0.00% | +27 | New |
| Fifth Third Bancorp | 23 | $1.80K | 0.00% | +6+35.3% | Added |
| Covestor Ltd | 9 | $1.00K | 0.00% | +4+80.0% | Added |
| UMA Financial Services, Inc. | 9 | $698 | 0.00% | +9 | New |
| CoreCap Advisors, LLC | 9 | $698 | 0.00% | +9 | New |
| Larson Financial Group LLC | 7 | $543 | 0.00% | +7 | New |
| Parkside Financial Bank & Trust | 5 | $389 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 3 | $233 | 0.00% | +3 | New |
| SBI Securities Co., Ltd. | 2 | $155 | 0.00% | +2 | New |
| TFC Financial Management | 1 | $78 | 0.00% | +1 | New |
| Westwood Holdings Group Inc. | 0 | $0 | 0.00% | −331,360−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −31,232−100.0% | Sold out |
| Persistent Asset Partners Ltd | 0 | $0 | 0.00% | −24,673−100.0% | Sold out |
| Great Lakes Advisors, LLC | 0 | $0 | 0.00% | −23,321−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −22,600−100.0% | Sold out |
| Public Employees Retirement System of Ohio | 0 | $0 | 0.00% | −11,961−100.0% | Sold out |